A new study highlights a significant flaw in wealth management firms' recruitment and development strategies for the next generation of financial advisors: a lack of succession planning. Processing ...

A half dozen years ago, planner Joe Ottaviano began thinking about the succession plan at Knoxville, Tennessee-based APC Financial Planning. The second-generation owner of the registered investment ...

I recently had the pleasure of sitting down with Lisa Levy, a business strategy and organizational development thought leader. Our conversation delved into the complexities and importance of ...

The success of a succession plan is tied to good communication, and HR leaders are key to making sure this happens, according to McLean & Co.’s “Design a High-Value Sucession Planning Program” guide, ...

Forbes contributors publish independent expert analyses and insights. Vibhas Ratanjee studies leadership and culture at Gallup Most talent strategies plan Boomer-to-Gen-X transitions. The actual ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. In Atlanta, where founder-led enterprises and growing ...

Amid an uncertain economy and an ever-evolving regulatory landscape, law firms are leaning heavily on lateral hiring as their go-to talent acquisition strategy. According to the Am Law 200 Partner ...

Companies can often represent a mirror of their leaders. Understand the top executive, and you’ll have a better chance to understand the why and how of the organization beneath. So, changes at the top ...

In any case, departures always leave a gap, and without a solid succession plan, that gap can translate into loss of focus, ...